Assembly Neos
#18 of 39Case management for plaintiff litigation firms with intake and workflow automation
Assembly Neos competes with CASEpeer and Filevine for PI firm market share. It's a solid option if those two don't fit your workflow. Request demos from all three before deciding.
Best for
Plaintiff litigation firms that need a case management system designed specifically for the plaintiff workflow — intake, medical records, settlement, disbursement.
Company size
5-100 attorneys
What it costs
Custom pricing. Contact Assembly Neos for a quote.
What's good
- Purpose-built for plaintiff firms with medical provider tracking, lien management, and settlement disbursement sheets
- Intake module captures leads from web forms, phone calls, and referral sources with attribution tracking
- Workflow automation can move cases through stages automatically based on triggers and deadlines
- Integrates with medical record retrieval services
What's not
- No public pricing — custom quotes suggest mid-market pricing
- Only useful for plaintiff-side litigation — defense firms and transactional practices need to look elsewhere
- Fewer reviews and smaller user base than CASEpeer or Filevine
- The Neos brand (formerly known as LawRuler for CRM) can be confusing
Features
17/18 features| Case Management | |
| Case / matter management | |
| Contact management | |
| Conflict checks | |
| Client intake forms | |
| Client portal | |
| Documents & Automation | |
| Document management | |
| Document automation | |
| E-signatures | |
| Email management | |
| Billing & Accounting | |
| Time tracking | |
| Billing & invoicing | |
| Trust / IOLTA accounting | |
| Scheduling & Deadlines | |
| Calendar management | |
| Task management | |
| Court rule deadlines | |
| Platform | |
| Reporting / analytics | |
| Mobile app | |
| API access | |
Common questions
Assembly Neos uses custom pricing. Contact their sales team for a quote.
No, Assembly Neos does not currently offer a free trial.
Assembly Neos is designed for 5-100 attorneys. Plaintiff litigation firms that need a case management system designed specifically for the plaintiff workflow — intake, medical records, settlement, disbursement..
Assembly Neos offers API access for custom integrations.
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